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TCI Wealth Advisors’s LegalZoom.com LZ Stock Holding History

TCI Wealth Advisors’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-384
Closed -$2.97K – 2592
2022
Q4 		$2.97K Buy
384
+27
+8% +$234 ﹤0.01% 1862
2022
Q3 		$3K Buy
+357
New +$3.69K ﹤0.01% 1794

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

TCI Wealth Advisors's LZ Position: Q1 2023 in Review

TCI Wealth Advisors sold out of LegalZoom.com (LZ) in Q1 2023, closing a stake of 384 shares — an estimated $2.97K sold.

TCI Wealth Advisors first reported a position in LZ in Q3 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 149 funds tracked by Wall St. Rank hold LZ as of Q1 2023.

  • TCI Wealth Advisors reported no remaining LegalZoom.com position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 384 LegalZoom.com shares in Q1 2023, an estimated $2.97K.
  • TCI Wealth Advisors first reported a position in LegalZoom.com in Q3 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's LegalZoom.com position peaked at $3K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.